Update of my Will details.

Face to face visit.

Confirmation of changes by phone.

Very friendly and professional.

Changes were made quickly, within a week. However, it then took many weeks to get the documents for signing. I was concerned that something could have happened to me before everything was signed off.

Kathleen

Narika came to the local community centre where I work. We discussed my request to change my existing Will. She made an appointment to see me at home. All details were taken there and a follow up phone call later to check these details again.

Extremely professional, but also very friendly. Checked and double checked that we knew what we were doing.

This is so much easier than going to a solicitor, which we have done previously. Appointments were made when we were available and not the other way round.

Michael and Suzanne

We were really pleased with the quality of service we received. During the process we only ever communicated with our estate planning consultant, Susan Wells. She was extremely friendly, explained all aspects of the process very thoroughly and in detail, any questions we had Susan was able to answer.

We were very impressed; the service took a process we thought would be very complicated and made it simple. All of the timeframes were as described, we didn’t have to chase on anything.

We’d like to say a big thank you to Susan for all her help with this process, she really has been fantastic.

Peter and Jennifer

I think the personal service, though friendly enough, was lacking in thoroughness which led to it taking almost ten months for my trust to be set up. I will add, however, that some apologies have been made.

For me, I do not think your service was professional enough. Friendly, yes, but documents taking too long to be sent – even online. Zoom meeting not adhered to and communication sadly lacking at times. I do realise a couple of delays were unavoidable but mostly not.

Communication is vital when the internet is being used and this was not forthcoming. Therefore, clients should be informed all the way down the line. If I had realised the whole event of setting up my Trust was so long, I would have thought again about beginning it.

Janis

On phone.

Fantastic, friendly service.

No improvement needed.

John

Quality of communication was excellent. We were kept informed of everything we needed to know in a timely manner.

The service was very professional, but friendly, and helpful at all times.

We have no complaints whatsoever with the service.

David and Susan

Les was excellent at keeping me informed every step of the way. He was very friendly and understood my needs.

Les was very professional and explained everything clearly and thoroughly.

Special thanks to Les who made the whole process enjoyable and easy to understand, a lovely man! He’s already done my mam’s Will after my recommendation.

Alison

It was very good.

They were quite professional.

Jay Maddocks who did it all was very helpful. Thank you.

Mohammad & Shaista

It was in person and the communication was excellent.

Very very professional.

No improvements, everything was good.

Christine

We were very happy with the personal service, everybody we spoke to was very informative and understanding, especially after losing our daughter March 2023.

Everything was explained in full detail and knowing somebody is always at the end of a phone call if a problem arises is good to know.

We were surprised that it took over 2 years to complete, although Covid delayed the Land Registry because of backlogs.

Francis and Lynn